Assist in building and leading the bank's Capital Markets Whole Loan Trading platform.
Provide analytical and operational support for secondary whole loan trading and day-to-day operations.
Assist in evaluating, structuring, and executing capital markets structured finance transactions including securitization and whole loan sales.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and embrace diverse perspectives.
Manages and optimizes a natural gas trading portfolio with a focus on the US East market.
Executes strategies for physical and financial transactions while adhering to risk limits and compliance standards.
Analyzes market conditions and communicates summaries of opportunities to leadership.
EQT Corporation is a natural gas company focused on production and trading. It fosters a culture of transparent leadership, collaboration, and growth, with opportunities for skill expansion and career advancement.
Own critical investment reporting, data quality, and portfolio support processes.
Generate reports for senior management, executive committees, rating agencies, regulators, and the Board.
Identify opportunities to improve and automate processes including incorporating AI tools.
Horace Mann provides insurance and financial products for educators, helping them protect assets and plan for retirement. Founded in 1945 by teachers, the company serves over 4,100 school districts nationwide, is publicly traded, and has more than $12 billion in assets.
Engage clients through marketing campaigns and outreach, using a persuasive communication style to reinforce company values and increase retention.
Actively explore client needs and initiate financial goal-based conversations to present appropriate solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies with high emotional intelligence.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to help people achieve their financial goals. With over 1.27 million clients and $324 billion in assets across 140+ offices nationwide, the company fosters a collaborative culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Supervise and direct the work of performance reporting professionals, including performance appraisals and disciplinary actions.
Monitor and manage workflow to meet client obligations and deadlines, and mentor analysts on performance calculation issues.
Identify opportunities to enhance team efficiency, verify data, and assist with performance reporting projects.
We are an investment advisory firm providing fiduciary services and investment management. We have a collaborative culture with long-tenured employees and a focus on service and quality.
Responsible for underwriting complex new construction and preservation transactions, specializing in 4% and 9% LIHTC, tax-exempt bonds, and soft funds.
Lead financial modeling and risk assessments for formal RFA and FRI submissions, ensuring compliance with QAP criteria.
Coordinate with developers, investors, lenders, and government agencies to resolve underwriting questions and manage investor closing environment.
Stonewater Development Group is in the business of preserving and creating quality affordable housing. They are adding a Senior Underwriter to the team, with a focus on complex LIHTC transactions.
Lead and oversee a team of Portfolio Consultants, driving strategic alignment and exceptional service delivery.
Manage investment portfolios, communicate investment philosophy, and ensure efficient workflows and processes.
Demonstrate expertise in capital markets, portfolio design, and financial services with a focus on continuous improvement.
Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.
Build and execute Crux's institutional capital relationships, originating programmatic capital solutions across debt, preferred equity, tax equity, and structured products.
Drive commercial alignment and maintain relationship continuity across the full lifecycle of each partnership and its underlying investments.
Serve as a visible market presence through conferences, webinars, and direct engagement to build brand visibility and surface new partnership opportunities.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Our team of 120+ experts in energy, tax, finance, government, and technology has raised $77 million from top investors.
Lead origination, structuring, and oversight of mission-driven investments in health-related social drivers.
Manage portfolio performance, risk, and compliance while providing strategic guidance to investees.
Collaborate with internal teams and external partners to align financial returns with measurable health outcomes.
The American Heart Association is a nonprofit dedicated to reducing cardiovascular disease and stroke, with over 100 years of trusted leadership. It employs thousands globally and fosters a culture of work-life harmonization, core values, and employee growth through resources like Heart U.
Lead execution of tax equity and preferred equity investments from term sheet through close, with senior support on complex points.
Identify, structure around, price, and document transaction risk, and build partnership and hybrid models.
Prepare opportunities for the Investment Committee and co-lead negotiations with sponsors and capital partners.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and infrastructure. Our team of 120+ experts in energy, tax, finance, government, and technology has raised $77 million from top investors.